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| Date | Client | Type | Sub-Type | Amt. | Logo | Sector/Sub-Sector | Description | Tombstone Description | PSC Role | |
|---|---|---|---|---|---|---|---|---|---|---|
| Published | Abacus Life, Inc. | Financing | Senior Notes | Image
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Financial Services, Diversified Financials | Âé¶¹´«Ã½ served as lead bookrunner for Abacus Life, Inc. on a senior notes offering | Senior Notes | Lead Bookrunner | ||
| Published | KLX Energy Services | Financing | At the Market Offering | $50.0 Million | Image
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Energy, Power & Infrastructure, Energy & Power Services & Equipment | Âé¶¹´«Ã½ served as placement agent for KLX Energy Services on an ATM offering |
ATM Offering | Sole Placement Agent | |
| Published | ACNB Corporation | Mergers & Acquisitions | Buy-Side | $73.5 Million | Image
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Financial Services, Depositories | Âé¶¹´«Ã½ served as buy-side advisor for ACNB Corporation in the announced acquisition of Traditions Bancorp | ACNB Corporation has agreed to acquire Traditions Bancorp | Financial Advisor |
Âé¶¹´«Ã½ acquired TRS Advisors on 12/31/2020, Stamford Partners on 6/13/2022, DBO Partners on 10/10/2022, Aviditi Advisors on 8/23/2024 and G Squared Capital Partners on 9/12/2025, transactions completed prior were executed by the respective firm.